EverSource Wealth Advisors’s AtriCure ATRC Stock Holding History

EverSource Wealth Advisors’s Portfolio ATRC Stock Details ATRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.9K	Buy	390 +204	+110%	+$5.74K	﹤0.01%	2862
2026 Q1	$5.31K	Buy	186 +154	+481%	+$5.26K	﹤0.01%	3239
2025 Q4	$1.27K	Sell	32 -29	-48%	-$1.06K	﹤0.01%	3644
2025 Q3	$2.15K	Buy	61 +26	+74%	+$896	﹤0.01%	3493
2025 Q2	$1.15K	Sell	35 -72	-67%	-$2.34K	﹤0.01%	3697
2025 Q1	$3.45K	Buy	107 +61	+133%	+$2.26K	﹤0.01%	2671
2024 Q4	$1.41K	Buy	+46	New	+$1.48K	﹤0.01%	2851
2022 Q2	–	Sell	-202	Closed	-$13K	–	1713
2022 Q1	$13K	Hold	202	–	–	﹤0.01%	867
2021 Q4	$14K	Buy	+202	New	+$14.7K	﹤0.01%	814

Other funds holding ATRC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

EverSource Wealth Advisors's ATRC Position: Q2 2026 in Review

EverSource Wealth Advisors increased its AtriCure (ATRC) stake by 110% in Q2 2026, buying an estimated $5.74K and bringing the position to 390 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2862.

EverSource Wealth Advisors first reported a position in ATRC in Q4 2021 and has held it in 9 quarters since. The position peaked at $14K in Q4 2021. 251 funds tracked by Wall St. Rank hold ATRC as of Q2 2026.

EverSource Wealth Advisors held 390 shares of AtriCure worth $10.9K as of Q2 2026.
EverSource Wealth Advisors bought 204 AtriCure shares in Q2 2026, an estimated $5.74K.
AtriCure made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2862 holding.
EverSource Wealth Advisors first reported a position in AtriCure in Q4 2021 and has held it in 9 quarters since.
EverSource Wealth Advisors's AtriCure position peaked at $14K in Q4 2021.
251 funds tracked by Wall St. Rank held AtriCure as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.